Defined Benefit (Pension) · DOL Form 5500 · 2023

Legacy Financial Advisors, Inc. Pension Plan

Data updated 2026-08-25

$722K
Total assets Small plan by assets
4
Participants Small participant base
21st
Percentile by assets National rank
$180,447
Avg per participant Above avg balance/head
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Official DOL plan name: Legacy Financial Advisors, Inc. Cash Balance Plan · Sponsored by Legacy Financial Advisors, Inc. · Idaho · Finance & Insurance

$722K in assets, 4 participants

Legacy Financial Advisors, Inc.'s Legacy Financial Advisors, Inc. Cash Balance Plan reported $722K in total assets and 4 participants in its 2023 DOL Form 5500 filing, ranking in the 21st percentile by assets among filed plans. Figures are as reported by the plan sponsor to the Department of Labor, not audited or endorsed by PlainRetire.

  • #1,147 in Finance & Insurance (8,869 peers)

Legacy Financial Advisors, Inc. multi-year trail

Legacy Financial Advisors, Inc.'s plans moved +125.7% in assets from 2022 to 2024; this filing shows Legacy Financial Advisors, Inc. Cash Balance Plan at $722K / 4 participants.

#1,147
in Finance & Insurance (8,869 peers)
+55.1%
assets growth YoY

Legacy Financial Advisors, Inc. Cash Balance Plan among the smaller filed plans by assets

Legacy Financial Advisors, Inc. Cash Balance Plan vs every filed plan by assets

End-of-year total assets · plan year 2023 · DOL Form 5500

$721,788 21st percentile higher than 21% of 127,068 filed plans

This plan $0 $2,050,000,000 every filed plan with reported assets, bucketed by value

Dashed line + filled bar = this entry, among filed plans.

Source U.S. Department of Labor Form 5500 filings (EBSA) · plan year 2023

Legacy Financial Advisors, Inc. Cash Balance Plan among micro filed plans by headcount

Plan-year 2023 Form 5500 filings with a reported participant count, partitioned by headcount band, not by assets. Legacy Financial Advisors, Inc. Cash Balance Plan is a micro filing (4 participants), the leftmost band.

What changed between DOL Form 5500 filings

plan year 2022 → plan year 2023

  • Legacy Financial Advisors, Inc. Cash Balance Plan end-of-year assets rose from $465K in the plan year 2022 filing to $722K in the plan year 2023 filing.
  • Legacy Financial Advisors, Inc. Cash Balance Plan reported participants fell from 5 in the plan year 2022 filing to 4 in the plan year 2023 filing.
  • Legacy Financial Advisors, Inc. Cash Balance Plan reported net income rose from $233K in the plan year 2022 filing to $256K in the plan year 2023 filing.

See the national 2022→2023 release diff →

Form 5500 schedule snapshot

Filing strip 753111580 · Legacy Financial Advisors, Inc. PY 2023 · Defined Benefit (Pension)

Legacy Financial Advisors, Inc. Cash Balance Plan · $722K · 4 · 21st

  • IND $722K
  • EOY 4
  • 5500 21st
  • ASSETS Defined Benefit (Pension)
  • PCT near Akash Makkar, PLLC Cash Balance Plan
  • EIN ind #1147

Stamps derive from this plan's Form 5500 line items (assets, participants, type, EIN, cohort placement) - not a quality rating of the sponsor. Read with Finance & Insurance retirement plans → · Plans in Idaho →

Legacy Financial Advisors, Inc. Cash Balance Plan in the asset neighbourhood

Gregory Huan Phan, M.D. Cash Balance PlanGregory Huan Phan, M.D. Cash…$726KWaheguru-Jatt, LLC Pension PlanWaheguru-Jatt, LLC Pension P…$727KLegacy Financial Advisors, Inc. Cash Balance PlanLegacy Financial Advisors, I…$722KAkash Makkar, PLLC Cash Balance PlanAkash Makkar, PLLC Cash Bala…$721KTerry Moore, Ccim, Inc. Defined Benefit Pension Plan & TrustTerry Moore, Ccim, Inc. Defi…$719K
End-of-year total assets ($M) among Legacy Financial Advisors, Inc. Cash Balance Plan and nearest nationwide Defined Benefit (Pension) peers. Source: DOL Form 5500 plan year 2023.

Legacy Financial Advisors, Inc. multi-year asset trail

Sponsor-wide plan assets over time

All Legacy Financial Advisors, Inc. plans reported in each filing year

Latest sponsor-wide plan assets
$1M 125.74413172275815% vs 2022
2024 filing year
$0.4M$0.6M$0.8M$1M$1.2M 202220232024 $0.47M $1.05M ▲ +123.4%
Year Plans Participants Total Assets
2022 1 5 $465K
2023 1 4 $722K
2024 1 4 $1M

Legacy Financial Advisors, Inc. filing trail (2023)

Total Assets (Beginning of Year)$465K
Net Assets (End of Year)$722K
Net Income$256K
Employer EIN753111580
Plan Effective Date2021-01-01
Filing StatusFILING RECEIVED

Nearby Defined Benefit (Pension) Plans in Idaho

Peer Defined Benefit (Pension) plans, same state, same plan type, ranked by total assets.

Legacy Financial Advisors, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants Scatter plot of 6 data points. -20000200040006000 -0.500.511.522.5 Total assets ($B) Participants Legacy Financial Advisors, Inc. Cash Balance Plan, Total assets ($B): 0.000721788 · Participants: 4Legacy Financial Advisors, Inc. Cash Balance PlanIdaho National Laboratory Employee Retirement Plan, Total assets ($B): 2.108067181 · Participants: 1037Idaho National Laboratory Employee Retirement PlanRetirement Plan of Idaho Power Company, Total assets ($B): 0.937762817 · Participants: 2075Retirement Plan of Idaho Power CompanyShaws Supermarkets, Inc. Pension Plan for Union Employees, Total assets ($B): 0.222718296 · Participants: 5337Shaws Supermarkets, Inc. Pension Plan for Union EmployeesAmalgamated Sugar Company Hourly Retirement Plan, Total assets ($B): 0.21360885 · Participants: 840Amalgamated Sugar Company Hourly Retirement PlanSt. Luke's Health System Basic Pension Plan, Total assets ($B): 0.153694771 · Participants: 244St. Luke's Health System Basic Pension Plan
Legacy Financial Advisors, Inc. Cash Balance Plan vs. nearby Defined Benefit (Pension) plans in Idaho, assets vs. participants
Compare Legacy Financial Advisors, Inc. Cash Balance Plan side-by-side with 3 peers →

Legacy Financial Advisors, Inc. Cash Balance Plan's out-of-state Defined Benefit (Pension) peers by assets and headcount

Outside Idaho, the nearest Defined Benefit (Pension) by assets is Akash Makkar, PLLC Cash Balance Plan in AZ ($721K); by covered participants it is Ship Wheel Retirement Fund and Trust in MA (4 participants). Same-state nearby plans are listed separately above.

Similar participant headcount

Nearest other-state filings by covered participants (4 participants); asset peers above are excluded.

DOL Form 5500 plan year 2023. Asset totals can differ widely at the same headcount; neither axis is a quality rating.

Frequently Asked Questions

How did Legacy Financial Advisors, Inc. Cash Balance Plan assets move in 2023? ▼
Legacy Financial Advisors, Inc. Cash Balance Plan surged - up 55.1% during 2023, from $465K to $722K. Reported net income was $256K.
How have Legacy Financial Advisors, Inc. plan assets changed over time? ▼
Across 3 plan years on file (2022-2024), Legacy Financial Advisors, Inc.'s sponsor-wide assets grew 125.7%, from $465K to $1M.
Where does Legacy Financial Advisors, Inc. Cash Balance Plan rank by assets among Form 5500 filers? ▼
Legacy Financial Advisors, Inc. Cash Balance Plan ranks in the 21st percentile by end-of-year assets among 127,072 plans that reported assets for plan year 2023 (among the smaller plans by assets on file).
Which Defined Benefit (Pension) plans are similar in size to Legacy Financial Advisors, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by assets is Akash Makkar, PLLC Cash Balance Plan in AZ ($721K, 5 participants).
Which Defined Benefit (Pension) plans cover a similar participant headcount to Legacy Financial Advisors, Inc. Cash Balance Plan? ▼
Among Defined Benefit (Pension) plans in other states, the closest by covered participants is Ship Wheel Retirement Fund and Trust in MA (4 participants, N/A in assets).

Source: U.S. Department of Labor, Employee Benefits Security Administration (EBSA), Form 5500 public disclosure dataset. Plan year 2023.

Source: DOL EFAST2 filing system (efast.dol.gov) - original filing retrieval by EIN 753111580.

Read our methodology - how this data is sourced, computed, and verified.

Data sourced from U.S. Department of Labor Form 5500 filings (EBSA). See our methodology for details.